CT
Coastline Trust Portfolio holdings
AUM
$873M
This Quarter Return
+3.67%
1 Year Return
+17.85%
3 Year Return
+82.79%
5 Year Return
+125.7%
10 Year Return
+259.46%
AUM
$469M
AUM Growth
+$469M
(+2.9%)
Cap. Flow
+$811K
Cap. Flow
% of AUM
0.17%
Top 10 Holdings %
Top 10 Hldgs %
16.52%
Holding
265
New
8
Increased
116
Reduced
78
Closed
12
Top Buys
| 1 |
Chubb
CB
|
$2.46M |
| 2 |
Hormel Foods
HRL
|
$1.21M |
| 3 |
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
|
$800K |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$717K |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$674K |
Top Sells
Sector Composition
| 1 | Healthcare | 11.01% |
| 2 | Technology | 10.71% |
| 3 | Consumer Staples | 9.36% |
| 4 | Industrials | 8.34% |
| 5 | Financials | 7.3% |
